Tutorials
- Add a Budget to a Project in Portfolio Financials
- Add a Change Order in Portfolio Financials
- Add a Component to a Project in Portfolio Financials
- Add a Cost Item to the Cost Tracker in Portfolio Financials
- Add a Milestone to a Project in Portfolio Financials
- Add a New Project in Portfolio Financials
- Add a Section to the Cost Tracker in Portfolio Financials
- Add a Vendor in Portfolio Financials
- Add an Invoice in Portfolio Financials
- Add Comments for Projects from the Dashboard in Portfolio Financials
- Add Non-Contract Invoices in Portfolio Financials
- Add or Manage Documents for a Bid Room in Portfolio Financials
- Add or Manage Holds in Portfolio Financials
- Add or Manage Schedule of Values for a Budget in Portfolio Financials
- Add or Manage Schedule of Values for a Cost Item in Portfolio Financials
- Add Vendor Contacts in Portfolio Financials
- Add Vendor Team Contacts to the Contract Room in Portfolio Financials
- Apply a Folder Template for Project Documents in Portfolio Financials
- Apply a Milestone Template to a Project in Portfolio Financials
- Apply a Template to the Cost Tracker in Portfolio Financials
- Approve or Reject a Change Order in Portfolio Financials
- Approve or Reject an Invoice in Portfolio Financials
- Assign an Approval Workflow Template to a Building in Portfolio Financials
- Assign an RFI to Bid Room Team Member in Portfolio Financials
- Associate an Allocation Rule with an Item in Portfolio Financials
- Best Practices for Bid Room Collaborators in Portfolio Financials
- Break Down an Overall Project Budget in Portfolio Financials
- Change Columns on the Cost Tracker in Portfolio Financials
- Change the Project Manager for a Project in Portfolio Financials
- Close Out a Project in Portfolio Financials
- Configure and Export a Project Cost Report in Portfolio Financials
- Copy Documents to a Bid Room in Portfolio Financials
- Create a Bid Room in Portfolio Financials
- Create a Cost Tracker Column Configuration in Portfolio Financials
- Create a New Folder for Project Documents in a Portfolio Financials
- Create a Project Cost Reporting View in Portfolio Financials
- Create an Approval Workflow Template in Portfolio Financials
- Delete an Approval Workflow Template in Portfolio Financials
- Delete an Invoice in Portfolio Financials
- Delete an RFI in Portfolio Financials
- Delete Cost Items from the Cost Tracker in Portfolio Financials
- Delete Sections from the Cost Tracker in Portfolio Financials
- Download a Schedule of Values PDF for a Contract in Portfolio Financials
- Download Contract Documents in Portfolio Financials
- Edit a Component for a Project in Portfolio Financials
- Edit a Contract in Portfolio Financials
- Edit a Project from the Dashboard in Portfolio Financials
- Edit a Project in Portfolio Financials
- Edit an Approval Workflow Template in Portfolio Financials
- Edit an Invoice in Portfolio Financials
- Edit Sections on the Cost Tracker in Portfolio Financials
- Edit the 'Invitation to Bid' Email in Portfolio Financials
- Edit the Name of a File or Folder in the Documents Section of Portfolio Financials
- Edit Trade Setup Details for a Bid Room in Portfolio Financials
- Enable Cost Allocations and Components for a Project in Portfolio Financials
- Enable Cost Breakdown for a Contract in Portfolio Financials
- Enable Daily Digest Emails for Portfolio Financials and Capital Planning
- Enable Tenant Improvement Allowance for a Project in Portfolio Financials
- Export a Contract in Portfolio Financials
- Export Vendor Information in Portfolio Financials
- Freeze or Unfreeze a Bidder in Portfolio Financials
- Invite a Team Member to a Project in Portfolio Financials
- Invite Bidders to a Bid Room in Portfolio Financials
- Manage Bid Room Access for a Project Team Member in Portfolio Financials
- Mark a Milestone as Complete in Portfolio Financials
- Move a Document to Another Folder in Portfolio Financials
- Post an Answer to an RFI in Portfolio Financials
- Post an RFI in Portfolio Financials
- Preview a Bid as a Bidder in Portfolio Financials
- Remove a Team Member from a Project in Portfolio Financials
- Remove a Team Member in Portfolio Financials
- Remove an Approval Workflow Template from a Building in Portfolio Financials
- Rename a Cost Item on the Cost Tracker in Portfolio Financials
- Resend an Invitation to Bid in Portfolio Financials
- Search for and Filter Projects in Portfolio Financials
- Search for and Filter Vendors in Portfolio Financials
- Select a Bidder to Award a Contract to in Portfolio Financials
- Send an Invoice to Accounts Payable in Portfolio Financials
- Send Messages from the Contract Room in Portfolio Financials
- Set Retainage for a Contract in Portfolio Financials
- Set Up a Contract Room from a Bid Room in Portfolio Financials
- Share a Contract in Portfolio Financials
- Unassign an RFI in Portfolio Financials
- Undo the Rejection of an Invoice in Portfolio Financials
- Unlock Bids in a Sealed Bid Room in Portfolio Financials
- Unshare a Contract in Portfolio Financials
- Update Your Profile in Portfolio Financials and Capital Planning
- View Approval Workflow Templates in Portfolio Financials
- View Bids in Portfolio Financials
- View Details of an Allocation Rule in Portfolio Financials
- View Documents on the Project Page in Portfolio Financials
- View Messages and Activity for a Bid Room in Portfolio Financials
- View Milestones in Portfolio Financials
- View Projects on the Dashboard in Portfolio Financials
- View Published Budget History for a Project in Portfolio Financials
- View Revision History for Milestones in Portfolio Financials
- View the Comments and Activity Feed in Portfolio Financials
- View the Contract Room in Portfolio Financials
- View the Cost Tracker in Portfolio Financials
- View Vendors in Portfolio Financials